Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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Briana Oltmann is a registered representative with the following registrations Series 6, 63 and 65 and can transact business with clients in AZ, FL, OH and VA. Briana Oltmann is also an investment adviser agent licensed in OH and VA.

Charles Williams is a registered representative with the following registrations Series 6, 22 and 63 and can transact business with clients in AZ, FL, OH and VA. Charles Williams is also an investment adviser agent licensed in MI, OH and VA.

If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000.

Charles E. Williams & Associates, Inc. is not a registered broker/dealer or independent investment advisory firm. Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries.This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website. The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries.This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.